Latest Institutional Sells of Utilities Sector Spdr (XLU)
This list provides information on the latest institutional transactions involving Utilities Sector Spdr (XLU) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.6K- 26.45% |
$311K - $372K
|
12.8K
$997K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.84K- 3.02% |
$260K - $310K
|
124K
$9.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-3.75K- 69.93% |
$254K - $303K
|
1.61K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.06K- 22.02% |
$207K - $247K
|
10.8K
$846K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-3.04K- 22.38% |
$206K - $246K
|
10.5K
$822K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.02K- 37.64% |
$204K - $244K
|
5K
$390K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.03K- 8.02% |
$137K - $164K
|
23.3K
$1.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.45K- 22.94% |
$98.1K - $117K
|
4.87K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.24K- 27.81% |
$83.6K - $99.8K
|
3.21K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-1.2K- 9.22% |
$81.2K - $96.9K
|
11.8K
$922K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.02K- 29.58% |
$68.9K - $82.2K
|
2.42K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1K- 1.05% |
$67.7K - $80.8K
|
94.3K
$7.35M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-808- 5.04% |
$54.7K - $65.3K
|
15.2K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-750- 15.79% |
$50.8K - $60.6K
|
4K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-732- 22.5% |
$49.5K - $59.1K
|
2.52K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-691- 95.97% |
$46.8K - $55.8K
|
29
$2.26K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-640- 4.87% |
$43.3K - $51.7K
|
12.5K
$975K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-596- 5.28% |
$40.3K - $48.1K
|
10.7K
$834K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-538- 12.0% |
$36.4K - $43.5K
|
3.94K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-491- 12.53% |
$33.2K - $39.7K
|
3.43K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-480- 20.86% |
$32.5K - $38.8K
|
1.82K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-477- 9.7% |
$32.3K - $38.5K
|
4.44K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-447- 3.38% |
$30.2K - $36.1K
|
12.8K
$996K
|
|
|
Oct 22, 2024
Q3 2024
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-438- 1.23% |
$29.6K - $35.4K
|
35.3K
$2.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-400- 9.16% |
$27.1K - $32.3K
|
3.97K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-378- 2.42% |
$25.6K - $30.5K
|
15.2K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-371- 62.25% |
$25.1K - $30K
|
225
$17.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-321- 0.82% |
$21.7K - $25.9K
|
38.8K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-239- 0.69% |
$16.2K - $19.3K
|
34.3K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-215- 2.26% |
$14.5K - $17.4K
|
9.28K
$724K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-215- 5.33% |
$14.5K - $17.4K
|
3.82K
$298K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.07% |
$13.5K - $16.2K
|
6.32K
$493K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-190- 19.19% |
$12.9K - $15.3K
|
800
$62.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-161- 2.26% |
$10.9K - $13K
|
6.98K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-158- 58.74% |
$10.7K - $12.8K
|
111
$8.66K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-150- 1.38% |
$10.2K - $12.1K
|
10.7K
$834K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-150- 4.98% |
$10.2K - $12.1K
|
2.86K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 3.74% |
$10.2K - $12.1K
|
3.87K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-143- 10.21% |
$9.68K - $11.6K
|
1.26K
$98K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-134- 1.11% |
$9.07K - $10.8K
|
12K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-121- 1.56% |
$8.19K - $9.77K
|
7.64K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-113- 7.06% |
$7.65K - $9.13K
|
1.49K
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-85- 16.63% |
$5.75K - $6.87K
|
426
$33.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
SELL
|
- |
-84- 1.32% |
$5.68K - $6.79K
|
6.28K
$490K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-80- 2.38% |
$5.41K - $6.46K
|
3.29K
$256K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-77- 8.68% |
$5.21K - $6.22K
|
810
$63.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-70- 0.07% |
$4.74K - $5.65K
|
96.4K
$7.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-70- 25.93% |
$4.74K - $5.65K
|
200
$15.6K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-67- 1.15% |
$4.53K - $5.41K
|
5.74K
$448K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-66- 14.7% |
$4.47K - $5.33K
|
383
$29.9K
|